All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VOO vs. TIBIX vs. VFIAX vs. VYM vs. VTV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2010-09-09💬 to Tue 2026-10-13 Overall
Return 		Exponential
Trendline
VOO × 		+511.49%
+11.91%/yr 		+10.82%/yr
R2=0.972
Vanguard S&P 500 ETF Exchange-Traded Fund
TIBIX × 		+211.83%
+7.32%/yr 		+5.41%/yr
R2=0.849
Thornburg Investment Income Builder Fund Mutual Fund
VFIAX × 		+510.16%
+11.89%/yr 		+10.81%/yr
R2=0.972
Vanguard 500 Index Fund Admiral Shares Mutual Fund
VYM × 		+342.70%
+9.69%/yr 		+8.32%/yr
R2=0.949
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VTV × 		+348.50%
+9.77%/yr 		+8.61%/yr
R2=0.954
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2010-09-09💬 to Tue 2026-10-13 Start
Value 		End
Value
VOO × 		$10,000.00
2010-09-09 		$61,149.35
2026-10-13
TIBIX × 		$10,000.00
2010-09-09 		$31,182.51
2026-10-13
VFIAX × 		$10,000.00
2010-09-09 		$61,015.84
2026-10-13
VYM × 		$10,000.00
2010-09-09 		$44,269.79
2026-10-13
VTV × 		$10,000.00
2010-09-09 		$44,849.70
2026-10-13

This Year’s Performance

through 2026-10-13

  YTD YoY
VOO × 		+9.28% +14.20%
TIBIX × 		+10.82% +18.69%
VFIAX × 		+10.47% +14.13%
VYM × 		+8.33% +12.40%
VTV × 		+12.89% +17.42%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VOO × 		−0.60%
on 2026-10-13
from 2026-08-13 peak 		−33.95%
on 2020-03-23
from 2020-02-19 peak
TIBIX × 		−4.75%
on 2026-10-13
from 2026-08-14 peak 		−34.98%
on 2020-03-23
from 2020-01-17 peak
VFIAX × 		−0.61%
on 2026-10-13
from 2026-08-13 peak 		−33.78%
on 2020-03-23
from 2020-02-19 peak
VYM × 		−5.07%
on 2026-10-13
from 2026-08-13 peak 		−35.39%
on 2020-03-23
from 2020-01-17 peak
VTV × 		−3.42%
on 2026-10-13
from 2026-08-14 peak 		−36.94%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Tue 2026-10-13 1 yr 2 yr 3 yr 5 yr 10 yr
VOO × 		+14.20% +28.58%
+13.39%/yr 		+70.95%
+19.57%/yr 		+56.47%
+9.37%/yr 		+208.28%
+11.92%/yr
TIBIX × 		+18.69% +45.18%
+20.49%/yr 		+77.00%
+20.96%/yr 		+70.62%
+11.28%/yr 		+126.91%
+8.54%/yr
VFIAX × 		+14.13% +28.51%
+13.36%/yr 		+70.84%
+19.55%/yr 		+56.36%
+9.35%/yr 		+207.66%
+11.89%/yr
VYM × 		+12.40% +20.32%
+9.69%/yr 		+53.72%
+15.41%/yr 		+42.87%
+7.40%/yr 		+117.25%
+8.07%/yr
VTV × 		+17.42% +22.08%
+10.49%/yr 		+56.79%
+16.17%/yr 		+47.14%
+8.03%/yr 		+136.44%
+8.99%/yr

Annual Returns

Year VOO TIBIX VFIAX VYM VTV
2026 (YTD) +9.28% +10.82% +10.47% +8.33% +12.89%
2025 +14.75% +33.44% +14.76% +12.42% +12.27%
2024 +21.47% +10.30% +21.47% +14.30% +12.71%
2023 +22.23% +14.45% +22.15% +3.14% +5.77%
2022 −23.14% −13.30% −23.13% −6.49% −8.03%
2021 +20.33% +12.44% +20.20% +17.90% +18.22%
2020 +16.73% −1.65% +16.73% −0.21% +0.96%
2019 +28.43% +15.37% +28.52% +21.29% +22.85%
2018 −6.29% −5.92% −6.24% −7.68% −7.24%
2017 +19.25% +12.85% +19.26% +14.01% +14.72%
2016 +9.89% +7.62% +9.67% +14.66% +14.73%
2015 +0.59% −5.76% +0.61% −0.45% −1.70%
2014 +12.71% +4.65% +12.80% +12.69% +12.32%
2013 +30.43% +15.11% +30.37% +28.15% +31.12%
2012 +14.02% +9.95% +13.99% +10.77% +13.22%
2011 −1.04% −2.17% −0.87% +7.36% −1.80%
2010 +14.34% +12.20% +13.35% +12.54% +12.85%
2009 — +39.88% +23.30% +14.08% +16.70%
2008 — −31.91% −37.03% −31.98% −35.94%
2007 — +15.05% +1.33% −2.62% −4.04%
2006 — +23.16% +12.91% +2.75% +19.37%
2005 — +7.90% +1.39% — +3.66%
2004 — +14.39% +8.10% — +10.78%
2003 — +6.18% +26.71% — —
2002 — — −23.93% — —
2001 — — −13.32% — —
2000 — — −2.09% — —